Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
3.05%
6 Months
3.92%
16.92%
1 Year
9.29%
10.56%
3 Years
14.80%
6.67%
5 Years
9.78%
7.52%
Since Inception
14.35%
10.84%
Fund Age
5 yrs 5 mo
8 yrs 8 mo
AUM
₹95.56 Cr
₹10.35 Cr
Alpha – 1 Year
9.72%
5.86%
Alpha – 3 Years
6.23%
−4.55%
Information Ratio – 3 Years
0.76
-0.70
Volatility – 1 Year
16.82%
20.12%
Volatility – 3 Years
15.81%
17.20%
Beta – 1 Year
1.02
1.04
Beta – 3 Years
0.98
0.98
Sharpe Ratio – 1 Year
0.29
0.33
Sharpe Ratio – 3 Years
0.61
0.11
Worst Rolling Year
5.26%
4.20%
Value at Worst Rolling Year
₹1.05 Cr
₹1.04 Cr
Deepest Drawdown
−20.60%
−24.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
L 14% · M 44% · S 40%
Number of Stocks
59
21
Portfolio P/E
34.30
51.26
Top 5 Holdings
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Financial Services · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%